Business Details
Your Trusted Accounting Partner in Santa Barbara
Founded over 50 years ago, MacFarlane Faletti has established itself as a trusted accounting firm serving individuals, families, businesses, and nonprofit organizations across California's Central Coast. Our team of certified public accountants brings decades of combined experience in auditing, tax preparation, financial planning, and compliance, with specialized expertise in areas like cryptocurrency, estate planning, and nonprofit accounting. We prioritize client advocacy, offering personalized consultation to address financial concerns while fostering long-term relationships built on trust and technical excellence.Our professionals hold advanced degrees and active memberships in prestigious organizations like the American Institute of CPAs and California Society of CPAs, ensuring adherence to the highest industry standards. Committed to community impact, our team actively serves local foundations and cultural institutions, reflecting our dedication to both professional and civic excellence.
Services
Tax Preparation
Financial Planning
Audits & Reviews
Nonprofit Accounting
Estate Planning
Highlights and features
- We offer 50+ years of combined experience in local accounting and tax services
- Our team includes CPAs with specialized expertise in cryptocurrency and nonprofit accounting
- We provide personalized financial planning tailored to individual and business needs
- Our professionals hold advanced degrees from institutions like Cal Poly and UCSB
- We maintain active leadership roles in community organizations and industry associations
Services
Tax Preparation
Our certified public accountants provide comprehensive tax preparation for individuals and businesses. We specialize in complex returns for high-net-worth clients, real estate professionals, and nonprofit organizations. Our team stays current with evolving tax codes to ensure compliance while optimizing deductions and credits.
Financial Planning
We offer personalized financial planning services covering retirement strategies, estate tax mitigation, and investment optimization. Our CPAs work closely with clients to develop customized roadmaps for long-term financial security, incorporating risk management and tax-efficient wealth transfer techniques.
Audits & Reviews
Our firm conducts audits, reviews, and compilations for businesses and nonprofits. We provide assurance services that meet regulatory requirements while delivering actionable insights to improve financial operations and organizational transparency for clients across multiple industries.
Nonprofit Accounting
We specialize in nonprofit financial management, including grant compliance, Form 990 preparation, and donor reporting. Our team understands the unique regulatory environment for tax-exempt organizations, offering tailored solutions that maintain compliance while supporting mission-driven objectives.
Estate Planning
Our estate planning services focus on minimizing tax liabilities through strategic trust creation and gift tax planning. We collaborate with legal professionals to develop comprehensive succession plans that protect family assets and ensure smooth intergenerational wealth transfer for high-net-worth individuals.
People
William L. Jackson
Partner
Partner with 20+ years in tax and audit, specializing in country clubs and private foundations. Holds MBA from Cal Poly, serves as CFO for local foundations, and maintains active roles in community nonprofits.
Jane E. Russell
Partner
Partner since 2003 with expertise in small business accounting. Manages payroll and tax filings, holds business degree from Clarion University, and serves on boards of local foundations while maintaining CPA certifications.
Vanessa M. Garcia
Partner
CPA with 15+ years in audit and tax services. Serves on finance committees for cultural institutions, holds UC Santa Barbara degree, and maintains memberships in AICPA and California Society of CPAs.
Andrew J. Tricerri
Partner
Cryptocurrency and real estate accounting specialist with 12+ years experience. Active in nonprofit aviation initiatives, holds Westmont College degree, and participates in professional accounting associations.
Prajesh (Raj) Acharya
Manager
25+ years in public accounting with expertise in nonprofits and construction. Former CalCPA chapter president, holds international accounting certifications, and provides audit and tax services for local businesses.
Questions
What accounting services do you offer for businesses?
We provide audits, reviews, and compilations with three assurance levels. Our services include financial statement preparation, tax compliance, and strategic consulting to improve profitability and growth.
How do you support nonprofit organizations?
We offer specialized tax preparation, compliance services, and financial reporting for nonprofits. Our team understands grant requirements and provides Form 990 filings while supporting mission-driven financial management.
What estate planning services are available?
Our estate planning focuses on minimizing tax liabilities through trust creation and gift tax strategies. We collaborate with legal professionals to develop customized succession plans for high-net-worth individuals.
Do you handle individual tax preparation?
Yes, we provide comprehensive tax services for individuals including retirement planning, investment optimization, and complex return preparation for real estate professionals and high-net-worth clients.
What industries do your CPAs specialize in?
Our CPAs specialize in real estate, cryptocurrency, construction, and nonprofit sectors. We also serve country clubs, private foundations, and local businesses with tailored accounting solutions.
